Paul Means
Means Wealth Management · Venice, Florida
Paul Means is a fee-only financial advisor at Means Wealth Management in Venice, Florida. Paul charges a percentage of assets, a flat fee or retainer and a one-time planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Means Wealth Management |
|---|---|
| Based in | Venice, Florida |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $1.59B across 3,520 accounts |
| SEC registration | Investment adviser representative in ME, TX · CRD 330815 |
| Exams passed | Series 63 (2001) |
| Firm size | 24 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.meanswealth.com |
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Questions about Paul
Is Paul Means a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Means Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
How much does Paul charge?
According to Means Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Paul Means based?
Paul Means is based in Venice, Florida.
What does Paul specialize in?
Paul's specialties include retirement planning, estate & legacy planning and tax planning. Paul works with founders, retirees and pre-retirees.
Is Paul Means registered with the SEC?
Yes. Paul Means is registered as an investment adviser representative in ME and TX (CRD 330815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Means Wealth Management manage?
Means Wealth Management reports $1.59B across 3,520 accounts in assets under management.
How do I contact Paul Means?
Through Paul's website, www.meanswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Means Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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